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Livermore
Livermore
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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
最新申報
2026/7/24

2024 年第 2 季持倉

持倉截至 2024/6/30，2024/8/13 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
3,067
較 2024 年第 1 季 +167
總值
$15.1 億
較 2024 年第 1 季 +$2.34 億 (+18.4%)
申報日
2024/8/13
SEC
EverSource Wealth Advisors, LLC 在 2024 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AXAxos Financial, Inc.COM42$3,066<0.1%+42新進歷史
XENEXenon Pharmaceuticals Inc.COM71$3,063<0.1%−93−56.7%減碼歷史
Matthews Asia FDS577125818EMER MKTS EQUITY101$3,063<0.1%00.0%不變–
POSTPost Holdings, Inc.COM28$3,062<0.1%−8−22.2%減碼歷史
OWLBlue Owl Capital Inc.COM CL A160$3,052<0.1%−205−56.2%減碼歷史
HBNCHorizon Bancorp IncCOM190$3,035<0.1%00.0%不變歷史
DSXDiana Shipping Inc.COM1,195$3,035<0.1%−668−35.9%減碼歷史
ALTMArcadium Lithium plcStock954$3,034<0.1%+450+89.3%加碼歷史
TRTootsie Roll Industries IncCOM98$3,023<0.1%00.0%不變歷史
WNEBWestern New England Bancorp, Inc.COM365$3,022<0.1%00.0%不變歷史
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF20$3,015<0.1%00.0%不變–
BSACBanco Santander ChileSP ADR REP COM149$2,992<0.1%+11+8.0%加碼歷史
ITOSiTeos Therapeutics, Inc.COM170$2,990<0.1%00.0%不變歷史
PMLPIMCO Municipal Income Fund IICOM350$2,989<0.1%+350新進歷史
First Trust Dow Jones Internet Index Fund33733E302ETF15$2,980<0.1%00.0%不變–
MOMOHello Group Inc.ADS441$2,977<0.1%+233+112.0%加碼歷史
WULFTerawulf Inc.COM709$2,949<0.1%00.0%不變歷史
TFPMTriple Flag Precious Metals Corp.Stock190$2,941<0.1%00.0%不變歷史
LOBLive Oak Bancshares, Inc.COM65$2,934<0.1%+65新進歷史
XRXXerox Holdings CorpCOM NEW272$2,928<0.1%−64−19.0%減碼歷史
SBGISinclair, Inc.CL A189$2,907<0.1%+147+350.0%加碼歷史
CMTGClaros Mortgage Trust, Inc.COMMON STOCK305$2,901<0.1%+305新進歷史
MHKMohawk Industries IncCOM18$2,899<0.1%00.0%不變歷史
UUnity Software Inc.COM177$2,896<0.1%−77−30.3%減碼歷史
APGAPi Group CorpCOM STK76$2,880<0.1%−2−2.6%減碼歷史
TXG10x Genomics, Inc.CL A COM139$2,873<0.1%+12+9.4%加碼歷史
MERCMercer International Inc.COM375$2,857<0.1%+207+123.2%加碼歷史
VRNTVerint Systems IncCOM79$2,855<0.1%00.0%不變歷史
IRTCiRhythm Holdings, Inc.COM33$2,846<0.1%+5+17.9%加碼歷史
Doubleline ETF Trust25861R303COMMERCIAL REAL55$2,838<0.1%00.0%不變–
ONCBeOne Medicines Ltd.ADR17$2,831<0.1%+4+30.8%加碼歷史
MEIMethode Electronics IncCOM223$2,823<0.1%+223新進歷史
ALRMAlarm.com Holdings, Inc.COM40$2,822<0.1%+34+566.7%加碼歷史
IPGPIpg Photonics CorpCOM35$2,814<0.1%−229−86.7%減碼歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN66$2,809<0.1%+39+144.4%加碼歷史
ZIMZIM Integrated Shipping Services Ltd.SHS142$2,796<0.1%+113+389.7%加碼歷史
SYNASYNAPTICS IncStock32$2,794<0.1%+31+3,100.0%加碼歷史
BROSDutch Bros Inc.CL A73$2,792<0.1%00.0%不變歷史
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG212$2,790<0.1%+212新進歷史
CRCCalifornia Resources CorpCOM STOCK54$2,778<0.1%−68−55.7%減碼歷史
STKLSunOpta Inc.COM521$2,761<0.1%00.0%不變歷史
INGNInogen IncCOM298$2,757<0.1%00.0%不變歷史
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW46$2,747<0.1%−22−32.4%減碼–
ARDXArdelyx, Inc.COM494$2,742<0.1%−84−14.5%減碼歷史
MTNVail Resorts IncCOM15$2,730<0.1%−4−21.1%減碼歷史
MYEMyers Industries IncCOM183$2,727<0.1%+183新進歷史
MSEXMiddlesex Water CoCOM41$2,726<0.1%−101−71.1%減碼歷史
TDCTeradata CorpStock84$2,724<0.1%+61+265.2%加碼歷史
RNGRingCentral, Inc.CL A77$2,700<0.1%−17−18.1%減碼歷史
NTGRNetgear, Inc.COM170$2,700<0.1%00.0%不變歷史
Ziff Davis, Inc.48123VAE2NOTE 1.750%11/03,000$2,700<0.1%00.0%不變–
CHGGChegg, IncCOM790$2,694<0.1%+790新進歷史
MTUSMetallus Inc.COM120$2,690<0.1%00.0%不變歷史
ZGNErmenegildo Zegna N.V.ORD SHS238$2,689<0.1%+29+13.9%加碼歷史
Pyxis Tankers Inc.Y71726122*W EXP 09/15/2022,400$2,688<0.1%+2,400新進–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF50$2,686<0.1%−139−73.5%減碼–
PENPenumbra IncCOM16$2,674<0.1%+1+6.7%加碼歷史
PDCOPatterson Companies, Inc.COM104$2,627<0.1%+104新進歷史
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2,621<0.1%00.0%不變–
NNNextnav Inc.COMMON STOCK315$2,618<0.1%00.0%不變歷史
ESGREnstar Group LTDSHS8$2,595<0.1%00.0%不變歷史
BRBSBlue Ridge Bankshares, Inc.COM931$2,588<0.1%00.0%不變歷史
ZEUSOlympic Steel IncCOM51$2,585<0.1%00.0%不變歷史
SNCYSun Country Airlines Holdings, LLCCOM197$2,581<0.1%+197新進歷史
ALGTAllegiant Travel COCOM46$2,580<0.1%+38+475.0%加碼歷史
CXWCoreCivic, Inc.COM185$2,579<0.1%00.0%不變歷史
INVHInvitation Homes Inc.COM73$2,575<0.1%+32+78.0%加碼歷史
Investment Managers Ser Tr I46144X628AXS SHORT INNOV85$2,575<0.1%00.0%不變–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF35$2,562<0.1%00.0%不變–
PCORProcore Technologies, Inc.COM36$2,557<0.1%−2−5.3%減碼歷史
SRRKScholar Rock Holding CorpCOM279$2,533<0.1%+37+15.3%加碼歷史
UNFUnifirst CorpCOM13$2,529<0.1%−20−60.6%減碼歷史
VSHVishay Intertechnology IncCOM104$2,528<0.1%+104新進歷史
SHCSotera Health CoCOM181$2,511<0.1%+164+964.7%加碼歷史
SBLKStar Bulk Carriers Corp.SHS PAR111$2,502<0.1%+33+42.3%加碼歷史
REGRegency Centers CorpCOM37$2,492<0.1%+14+60.9%加碼歷史
HLITHarmonic Inc.COM169$2,478<0.1%+45+36.3%加碼歷史
AHCOAdaptHealth Corp.COMMON STOCK218$2,476<0.1%00.0%不變歷史
TWKSThoughtworks Holding, Inc.COM706$2,457<0.1%−442−38.5%減碼歷史
Dimensional ETF Trust25434V104US CORE EQT MKT64$2,451<0.1%00.0%不變–
QNSTQuinstreet, IncCOM131$2,450<0.1%00.0%不變歷史
FLWS1 800 Flowers Com IncCL A235$2,435<0.1%00.0%不變歷史
FVRRFiverr International Ltd.ORD SHS93$2,428<0.1%+53+132.5%加碼歷史
SFSTSouthern First Bancshares IncCOM70$2,422<0.1%+18+34.6%加碼歷史
TGTredegar CorpCOM424$2,421<0.1%+424新進歷史
PWODPenns Woods Bancorp IncCOM101$2,406<0.1%00.0%不變歷史
AZZAzz IncCOM30$2,399<0.1%+25+500.0%加碼歷史
WWWWolverine World Wide IncCOM161$2,394<0.1%00.0%不變歷史
IONQIonQ, Inc.COM293$2,388<0.1%00.0%不變歷史
FLUTFlutter Entertainment plcSHS12$2,369<0.1%00.0%不變歷史
KODKEastman Kodak CoCOM NEW406$2,359<0.1%+406新進歷史
STAAStaar Surgical CoCOM PAR $0.0157$2,352<0.1%+11+23.9%加碼歷史
PSECProspect Capital CorpCOM432$2,350<0.1%+272+170.0%加碼歷史
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 26101$2,348<0.1%+101新進–
BRSLBrightstar Lottery PLCSHS USD100$2,347<0.1%00.0%不變歷史
PLLPiedmont Lithium Inc.Stock234$2,345<0.1%−17−6.8%減碼歷史
HTLFHeartland Financial USA IncCOM43$2,344<0.1%+13+43.3%加碼歷史
OMCLOmnicell, Inc.COM80$2,337<0.1%−232−74.4%減碼歷史
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$2,336<0.1%+100新進–
MGNIMagnite, Inc.COM159$2,312<0.1%+117+278.6%加碼歷史

2024 年第 1 季之後清倉（129 檔）

2024 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 129 檔。

EverSource Wealth Advisors, LLC 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
First Trust Cloud Computing ETF33734X192ETF20,550$186.2 萬0.1%–
AAAUGoldman Sachs Physical Gold ETFETF31,514$71.5 萬0.1%歷史
FERGFerguson Enterprises Inc.SHS1,896$39.8 萬<0.1%歷史
Leuthold FDS Inc527289789CORE ETF9,217$30.0 萬<0.1%–
PXDPioneer Natural Resources CoCOM1,104$29.7 萬<0.1%歷史
WRKWestRock CoCOM4,308$20.7 萬<0.1%歷史
Enerplus Corp292766102COM5,659$11.1 萬<0.1%–
WIREEncore Wire CorpCOM215$6.01 萬<0.1%歷史
ETRNMidstream Co LLCCOM4,394$5.95 萬<0.1%歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF600$5.32 萬<0.1%–
AELAmerican National Group Inc.COM861$4.83 萬<0.1%歷史
SWAVShockwave Medical, Inc.COM143$4.72 萬<0.1%歷史
REAXReal REMAX Group Inc.COM NEW9,400$3.63 萬<0.1%歷史
Fidelity High Dividend ETF316092840ETF800$3.53 萬<0.1%–
Valkyrie ETF Trust II91917A207BITCOIN MINERS2,500$3.51 萬<0.1%–
AIRCApartment Income REIT Corp.COM757$2.91 萬<0.1%歷史
Global X FDS37954Y293GLB X MLP ENRG I584$2.83 萬<0.1%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF380$2.67 萬<0.1%–
WisdomTree Tr97717Y527FLOATNG RAT TREA460$2.32 萬<0.1%–
iShares Tr46428951110+ YR INVST GRD422$2.06 萬<0.1%–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF511$1.85 萬<0.1%–
Hollysys Automation Tchngy LG45667105SHS581$1.35 萬<0.1%–
iShares Tr464287770U.S. FIN SVC ETF213$1.35 萬<0.1%–
Flagstar Bank, National Association649445103COM5,090$1.35 萬<0.1%–
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL434$1.34 萬<0.1%–
CRGYCrescent Energy CoCL A COM1,235$1.31 萬<0.1%歷史
Virtus ETF Tr II92790A884NEWF SHOR BD ETF500$1.28 萬<0.1%–
Lattice Strategies Tr518416870HART DI EQUI ETF236$1.15 萬<0.1%–
iShares Tr46434V860TRS FLT RT BD211$1.07 萬<0.1%–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF132$1.03 萬<0.1%–
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT1,625$9,035<0.1%歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF65$7,899<0.1%–
MCHBMechanics BancorpCL A632$7,742<0.1%歷史
Janus Detroit STR Tr47103U852HENDERSON MTG174$7,585<0.1%–
ACHAccendra Health IncStock284$7,026<0.1%歷史
XPERXperi Inc.COMMON STOCK642$6,747<0.1%歷史
Crescent PT Energy Corp22576C101COM649$5,718<0.1%–
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT145$5,522<0.1%–
Schwab Strategic Tr8085246985 10YR CORP BD122$5,281<0.1%–
Invesco Exch Traded FD Tr II46138E123S&P SMLCP INDL44$5,232<0.1%–
DGIIDigi International IncCOM168$5,151<0.1%歷史
NTCTNetscout Systems IncCOM227$4,372<0.1%歷史
MYPSPLAYSTUDIOS, Inc.CLASS A COM1,961$4,236<0.1%歷史
CLDTChatham Lodging TrustCOM443$4,062<0.1%歷史
GABGabelli Equity Trust IncCOM741$3,920<0.1%歷史
ARTNAArtesian Resources CorpCL A111$3,883<0.1%歷史
HIBBHibbett IncCOM41$3,536<0.1%歷史
DVAXDynavax Technologies CorpCOM NEW308$3,502<0.1%歷史
DOORMasonite International CorpCOM24$3,181<0.1%歷史
CNTYCentury Casinos IncCOM1,002$2,976<0.1%歷史
iShares Tr464289180MSCI EURO FL ETF128$2,848<0.1%–
CHDNChurchill Downs IncCOM22$2,838<0.1%歷史
PTONPeloton Interactive, Inc.CL A COM900$2,799<0.1%歷史
LAZRQLuminar Technologies, Inc.COM CL A1,901$2,794<0.1%歷史
PETSPetmed Express IncCOM695$2,745<0.1%歷史
TMPTompkins Financial CorpCOM62$2,727<0.1%歷史
AVDAmerican Vanguard CorpCOM217$2,472<0.1%歷史
ADTNADTRAN Holdings, Inc.COM543$2,378<0.1%歷史
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205177$2,295<0.1%歷史
UCOProShares Trust IIULTA BLMBG 201767$2,206<0.1%歷史
EVBGEverbridge, Inc.COM61$2,120<0.1%歷史
SIXSix Flags Entertainment CorpCOM76$1,792<0.1%歷史
EVEXEve Holding, Inc.COM321$1,730<0.1%歷史
PYCRPaycor HCM, Inc.COM99$1,719<0.1%歷史
EXFYExpensify, Inc.COM CL A1,059$1,694<0.1%歷史
Sunpower Corp867652406COM758$1,561<0.1%–
GPROGoPro, Inc.CL A902$1,560<0.1%歷史
SRIStoneridge IncCOM104$1,558<0.1%歷史
MASS908 Devices Inc.COM250$1,425<0.1%歷史
LWLGLightwave Logic, Inc.COM372$1,421<0.1%歷史
CCRNCross Country Healthcare IncCOM75$1,320<0.1%歷史
TTECTTEC Holdings, Inc.COM179$1,303<0.1%歷史
TIGRUP Fintech Holding LtdSPONSORED ADS361$1,273<0.1%歷史
SKINSkinHealth Systems Inc.COM CL A388$1,253<0.1%歷史
RDUSRadius Recycling, Inc.CL A68$1,185<0.1%歷史
ODCOil-Dri Corp of AmericaCOM17$1,177<0.1%歷史
Gol Linhas Aereas Inteligent38045R206SPON ADR PFD NEW1,728$1,123<0.1%–
SABRSabre CorpCOM369$1,059<0.1%歷史
DHILDiamond Hill Investment Group IncCOM NEW7$1,045<0.1%歷史
ENICEnel Chile S.A.SPONSORED ADR348$1,026<0.1%歷史
ATECAlphatec Holdings, Inc.COM NEW81$1,022<0.1%歷史
RUSHBRush Enterprises IncCL B22$900<0.1%歷史
GTNGray Media, IncCOM155$891<0.1%歷史
INBXInhibrx Biosciences, Inc.COM25$851<0.1%歷史
JPMorgan Chase & Co46625H365ALERIAN ML ETN30$839<0.1%–
XPELXPEL, Inc.COM15$788<0.1%歷史
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT20$773<0.1%歷史
HZOMarinemax IncCOM31$765<0.1%歷史
ARK ETF Tr00214Q807SPACE & DEFENSE50$734<0.1%–
AXIAYAXIA Energia S.A.SPONSORED ADR93$684<0.1%歷史
SPDR Series Trust78464A144ST STR CORPO ETF24$678<0.1%–
Telus Intl Cda Inc87975H100SUB VTG SHS76$639<0.1%–
Via Renewables, Inc.92556D304CL A COM NEW57$621<0.1%–
TDCX Inc87190U100ADS81$580<0.1%–
LULufax Holding LtdADS REP SHS CL A132$579<0.1%歷史
RLJRLJ Lodging TrustCOM51$561<0.1%歷史
HSAIHesai GroupSPONSORED ADS117$545<0.1%歷史
BGFVBig 5 Sporting Goods CorpCOM150$531<0.1%歷史
WWWW International, Inc.COM292$529<0.1%歷史
HKITBiddance AI Systems, Inc.ORD SHS370$522<0.1%歷史